The United States requests semiconductor lithography equipment manufacturer ASML to stop sales to China
ASML of the Netherlands, a manufacturer of exposure equipment necessary for manufacturing semiconductors, will be restricted from exporting products to China starting in January 2024, but the company has decided to bring forward the measures and suspend sales and shipments. It turns out that the United States has requested this. On the other hand, it has also become clear that large orders were received from China due to last-minute demand before the restrictions were imposed.
US Pushed ASML to Block Chinese Sales Before January Deadline - Bloomberg
Netherlands blocks ASML exports to China in partial license revocation | Reuters
ASML is a manufacturer of exposure equipment essential for manufacturing semiconductors, and the United States has been working to restrict exports of deep ultraviolet (DUV) lithography equipment for some time.
The United States urges the Netherlands not to sell DUV equipment used in semiconductor manufacturing to China - GIGAZINE
As a result of this effort, the Dutch government has tightened export regulations to China, and exports of DUV lithography equipment will be restricted from January 2024.
On the other hand, orders for DUV lithography equipment from China have increased sharply. China's share, which was only 8% in the first quarter of 2023, expanded to 46% in the third quarter of 2023.
According to information reported by Bloomberg as related information, American Presidential Advisor Jake Sullivan contacted the Dutch government, and the Dutch government responded by asking him to contact ASML directly.
It is unclear what the US government communicated to ASML, but ASML seems to have discontinued sales of some exposure equipment. It is unclear how many units were originally scheduled to be sold, and how many of them were discontinued.
According to ASML CEO Peter Wennink, the regulation will impact ASML's sales in China by up to 15%.
By the way, in China, it has been reported that Huawei is building its own chip manufacturing network without relying on the United States.
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